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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,406 | $790,546-99.8% | $189,575-99.3% | - |
| Participation rate | 0.0% | 72.6%-72.6pp | 78.4%-78.4pp | - |
| Annual return | 0.00% | 9.34%-9.3pp | 64.19%-64.2pp | - |
| Employer contribution / active EE | $0 | $1,543-100.0% | $4,412-100.0% | - |
| Participant deferral / active EE | $0 | $3,970-100.0% | $6,174-100.0% | - |
| Admin fee / account holder | $0 | $40,931-100.0% | $9,806-100.0% | - |